About Connie
- Successfully completed 3-year CPA Canada In-Depth Tax Course
- 20 years of experience in Public Practice
- Obtained CGA designation in August 31, 1999; since the merger with CPA Canada in 2014, I am now considered to be a 25-year member of CPA Canada.
- CPA – Certified Public Accountant (Philippines)
- Degree in Bachelor of Science and Business Administration (Banking and Finance)
- Member of Estate Planning Council of Canada
My personal goal is to help client to maximize allowable business deductions and minimize taxes payable. My personal investment in continuing education, tax research and latest technology allow me to serve my clients to the fullest in providing sound tax and business advice. My years of experience in private sector and public practice can ensure my client satisfaction.
I have done a number of objection and appeals to CRA Chief of Appeals on behalf of my client and so far all of them were successful. I have managed to reverse CRA assessment for the benefit of my client that would either result in zero taxes payable or a refund. You can find some successful result under Appeals which I consider the amount to be material.
My clients include self-employed individual, small business owners engage in commercial real-estate rental property, construction, restaurant, wholesale, retail, money remittance, publisher of fiction/non-fiction books and professional corporations. My resources include lawyers, real estate brokers, valuators, insurance agent and financial planner.